TWHIX vs. SENAX

The year-to-date returns for both stocks are quite close, with TWHIX having a -6.39% return and SENAX slightly lower at -6.64%. Over the past 10 years, TWHIX has underperformed SENAX with an annualized return of -1.36%, while SENAX has yielded a comparatively higher -0.56% annualized return.

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TWHIX has a 1.00% expense ratio, which is lower than SENAX's 1.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and Allspring Discovery Mid Cap Growth Fund (SENAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current TWHIX Sharpe Ratio is -0.19, which is lower than the SENAX Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of TWHIX and SENAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither TWHIX nor SENAX has paid dividends to shareholders.

The maximum TWHIX drawdown since its inception was -58.72%, roughly equal to the maximum SENAX drawdown of -58.93%. Use the drawdown chart below to compare losses from any high point for TWHIX and SENAX. For additional features, visit the drawdowns tool.

American Century Heritage Fund (TWHIX) and Allspring Discovery Mid Cap Growth Fund (SENAX) have volatilities of 16.98% and 17.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.